Pineridge Advisors

Latest statistics and disclosures from Pineridge Advisors's latest quarterly 13F-HR filing:

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Positions held by Pineridge Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pineridge Advisors

Pineridge Advisors holds 609 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Pineridge Advisors has 609 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 27.6 $78M +4% 1.6M 50.31
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Ishares Tr Msci Usa Min Vol (USMV) 12.5 $36M -4% 427k 83.58
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World Gold Tr Spdr Gld Minis (GLDM) 9.0 $26M 583k 44.05
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Ishares Silver Tr Ishares (SLV) 8.3 $24M 1.0M 22.75
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Proshares Tr Short S&p 500 Ne (SH) 5.5 $16M +5% 1.3M 11.86
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.7 $13M 140k 94.66
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 3.4 $9.7M -6% 440k 21.93
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.4 $6.9M 498k 13.87
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.4 $6.9M -2% 60k 115.30
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Microsoft Corporation (MSFT) 2.3 $6.5M -7% 16k 420.71
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Spdr Ser Tr Portfolio Short (SPSB) 2.0 $5.8M -14% 195k 29.77
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Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 1.9 $5.4M NEW 158k 34.35
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Ssga Active Tr Spdr Nuveen Mun (MBND) 1.1 $3.2M -21% 117k 27.53
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Vaneck Etf Trust Long Muni Etf (MLN) 1.1 $3.1M -23% 172k 18.01
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $2.8M -11% 45k 61.05
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.7M -4% 5.2k 525.74
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Arthur J. Gallagher & Co. (AJG) 0.9 $2.5M +39392% 9.9k 250.04
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $2.3M -19% 89k 25.69
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Direxion Shs Etf Tr Daily Jr Gld Min (JNUG) 0.7 $2.1M NEW 62k 33.32
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Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.7 $2.0M -28% 89k 22.12
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Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.6 $1.7M -29% 67k 25.66
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Apple (AAPL) 0.4 $998k -45% 5.8k 171.47
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Eli Lilly & Co. (LLY) 0.3 $930k -10% 1.2k 777.96
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $917k 22k 41.08
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $836k -4% 17k 50.60
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $787k -25% 1.6k 480.71
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $718k -37% 3.7k 195.10
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $672k 17k 39.02
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Ishares Core Msci Emkt (IEMG) 0.2 $596k -17% 12k 51.60
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $564k -13% 7.8k 72.64
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Amazon (AMZN) 0.2 $529k -29% 2.9k 180.38
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Exxon Mobil Corporation (XOM) 0.2 $518k -23% 4.5k 116.23
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Home Depot (HD) 0.2 $492k -14% 1.3k 383.60
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $490k -96% 5.2k 94.59
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Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.2 $473k -13% 19k 24.39
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $469k -11% 9.1k 51.36
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Ishares U S Etf Tr Blackrock Short (MEAR) 0.2 $457k -14% 9.1k 50.12
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Wal-Mart Stores (WMT) 0.1 $420k +199% 7.0k 60.17
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $362k -37% 4.7k 76.32
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Wisdomtree Tr Putwrite Strat (PUTW) 0.1 $356k +9% 11k 33.30
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $356k -10% 7.4k 48.18
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $340k -7% 9.5k 35.84
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Emerson Electric (EMR) 0.1 $324k -17% 2.9k 113.43
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Spire (SR) 0.1 $297k 4.8k 61.37
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $274k 12k 23.83
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $272k -3% 4.4k 61.53
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International Business Machines (IBM) 0.1 $259k -9% 1.4k 191.01
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Fs Kkr Capital Corp (FSK) 0.1 $256k 13k 19.07
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ResMed (RMD) 0.1 $242k -6% 1.2k 198.07
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Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.1 $227k -77% 9.8k 23.23
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Tesla Motors (TSLA) 0.1 $225k -29% 1.3k 175.75
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Ameren Corporation (AEE) 0.1 $218k 2.9k 73.95
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $211k -11% 9.4k 22.41
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Mastercard Incorporated Cl A (MA) 0.1 $209k +36% 434.00 481.57
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $208k -73% 4.2k 49.70
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Oracle Corporation (ORCL) 0.1 $204k -10% 1.6k 125.62
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $201k 8.4k 23.94
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $199k 8.8k 22.71
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Pepsi (PEP) 0.1 $194k -26% 1.1k 175.05
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Cisco Systems (CSCO) 0.1 $192k -6% 3.8k 49.92
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McDonald's Corporation (MCD) 0.1 $191k -3% 676.00 281.95
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $179k -50% 2.4k 74.20
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Ishares Gold Tr Shares Represent (IAUM) 0.1 $171k -29% 7.7k 22.17
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Abbvie (ABBV) 0.1 $166k -21% 913.00 182.30
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $164k -50% 1.3k 125.33
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $161k -17% 1.6k 103.79
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $161k -28% 1.4k 114.14
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Welltower Inc Com reit (WELL) 0.1 $160k +4% 1.7k 93.47
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Walt Disney Company (DIS) 0.1 $156k -8% 1.3k 122.26
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $154k -14% 2.7k 58.06
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Ishares Tr Eafe Value Etf (EFV) 0.1 $147k -19% 2.7k 54.40
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Vanguard Index Fds Growth Etf (VUG) 0.1 $145k +14% 420.00 344.20
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $141k +389% 2.3k 60.73
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Coca-Cola Company (KO) 0.0 $139k +8% 2.3k 61.18
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Procter & Gamble Company (PG) 0.0 $136k -24% 835.00 162.26
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Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.0 $135k 5.5k 24.53
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Spdr Gold Tr Gold Shs (GLD) 0.0 $129k 628.00 205.72
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Boeing Company (BA) 0.0 $122k -56% 632.00 192.99
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $120k 415.00 288.03
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $113k +11% 1.7k 66.24
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.0 $111k -67% 4.4k 25.09
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $110k -16% 325.00 337.05
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Ishares Tr Core Msci Intl (IDEV) 0.0 $108k -28% 1.6k 67.13
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $105k +16% 1.6k 65.88
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Johnson & Johnson (JNJ) 0.0 $105k -45% 664.00 158.19
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $102k -17% 2.2k 45.61
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Lowe's Companies (LOW) 0.0 $102k -39% 400.00 254.73
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Visa Com Cl A (V) 0.0 $102k -43% 364.00 279.56
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $102k 568.00 179.11
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $101k -26% 1.2k 85.05
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NVIDIA Corporation (NVDA) 0.0 $101k -87% 112.00 903.57
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Ishares Tr U.s. Energy Etf (IYE) 0.0 $101k 2.0k 49.41
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AFLAC Incorporated (AFL) 0.0 $101k -4% 1.2k 85.86
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UnitedHealth (UNH) 0.0 $96k -49% 194.00 494.80
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $92k -52% 606.00 150.93
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $91k -17% 1.8k 50.77
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Columbia Etf Tr I Research Enhan (CRED) 0.0 $91k NEW 1.8k 50.77
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $86k -36% 713.00 121.00
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $85k 3.6k 23.81
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.0 $85k -36% 2.5k 33.51
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JPMorgan Chase & Co. (JPM) 0.0 $83k -52% 415.00 200.30
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Centene Corporation (CNC) 0.0 $83k 1.1k 78.48
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $83k 2.9k 28.18
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Ishares Tr Core Div Grwth (DGRO) 0.0 $81k 1.4k 58.06
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Graniteshares Gold Tr Shs Ben Int (BAR) 0.0 $79k +20% 3.6k 21.96
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Mondelez Intl Cl A (MDLZ) 0.0 $77k 1.1k 70.00
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $72k -34% 792.00 90.44
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Global X Fds Globx Supdv Us (DIV) 0.0 $71k -32% 4.1k 17.39
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $68k 615.00 110.52
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $66k NEW 1.4k 49.05
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $66k 506.00 131.24
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $66k -69% 659.00 100.56
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Union Pacific Corporation (UNP) 0.0 $66k -14% 269.00 245.93
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $66k +15% 399.00 164.35
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $65k -35% 2.9k 22.77
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Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.0 $65k NEW 2.2k 28.96
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.0 $65k -33% 1.1k 59.98
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Select Sector Spdr Tr Energy (XLE) 0.0 $63k -43% 667.00 94.33
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Pimco Etf Tr Ultra Short Govt (BILZ) 0.0 $63k -2% 621.00 101.16
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $62k -24% 1.1k 59.24
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $61k -89% 138.00 444.00
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Blackrock Munivest Fund II (MVT) 0.0 $61k 5.6k 10.91
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Phillips Edison & Co Common Stock (PECO) 0.0 $58k -46% 1.6k 35.87
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Select Sector Spdr Tr Technology (XLK) 0.0 $57k 275.00 208.27
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Barings Bdc (BBDC) 0.0 $57k 6.1k 9.30
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $57k -17% 975.00 58.55
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $56k -69% 133.00 420.52
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Ishares Tr Core Msci Total (IXUS) 0.0 $55k -9% 816.00 67.89
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $55k -42% 635.00 86.67
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Vanguard World Extended Dur (EDV) 0.0 $55k 714.00 76.60
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Nextera Energy (NEE) 0.0 $54k -2% 850.00 63.92
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Chevron Corporation (CVX) 0.0 $54k -25% 339.00 157.73
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Philip Morris International (PM) 0.0 $53k -31% 583.00 91.55
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Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.0 $53k -7% 1.7k 31.44
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Broadcom (AVGO) 0.0 $53k -62% 40.00 1325.55
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $53k +100% 903.00 58.09
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $51k NEW 274.00 187.46
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $48k 183.00 259.90
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Ishares Tr National Mun Etf (MUB) 0.0 $48k 442.00 107.60
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $47k NEW 777.00 60.40
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Meta Platforms Cl A (META) 0.0 $47k -82% 96.00 485.58
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $45k 189.00 239.76
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Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $45k 332.00 134.03
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $44k -2% 975.00 45.31
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Vanguard World Mega Grwth Ind (MGK) 0.0 $43k +115% 151.00 287.03
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Ishares Tr Modert Alloc Etf (AOM) 0.0 $43k -42% 1.0k 42.83
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Abbott Laboratories (ABT) 0.0 $43k -5% 377.00 113.54
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Caterpillar (CAT) 0.0 $43k -5% 116.00 366.43
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MetLife (MET) 0.0 $42k -4% 568.00 74.11
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Automatic Data Processing (ADP) 0.0 $42k 167.00 249.57
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Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.0 $42k NEW 1.4k 30.26
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Duke Energy Corp Com New (DUK) 0.0 $41k -35% 420.00 96.69
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BlackRock MuniVest Fund (MVF) 0.0 $40k 5.7k 7.06
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Paypal Holdings (PYPL) 0.0 $40k 600.00 66.99
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Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.0 $40k -66% 1.4k 27.38
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $40k -33% 207.00 190.69
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Eaton Vance Municipal Bond Fund (EIM) 0.0 $39k 3.7k 10.35
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $38k 378.00 101.41
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Global X Fds S&p 500 Catholic (CATH) 0.0 $38k -9% 600.00 63.64
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Kite Rlty Group Tr Com New (KRG) 0.0 $38k 1.7k 21.68
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Altria (MO) 0.0 $36k +18% 831.00 43.62
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $36k +45% 386.00 92.82
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $36k -11% 170.00 209.87
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Us Bancorp Del Com New (USB) 0.0 $35k -16% 779.00 44.73
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Series Portfolios Tr Panagram Bbb B (CLOZ) 0.0 $35k -36% 1.3k 26.80
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $35k +172% 680.00 51.06
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $35k 472.00 73.22
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SYNNEX Corporation (SNX) 0.0 $35k 305.00 113.25
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $35k NEW 300.00 114.97
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Series Portfolios Tr Panagram Aaa (CLOX) 0.0 $34k -38% 1.3k 25.51
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Intel Corporation (INTC) 0.0 $34k -40% 758.00 44.17
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $33k +57% 412.00 80.51
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $33k +10% 126.00 257.84
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $33k -49% 361.00 89.90
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Southwest Airlines (LUV) 0.0 $32k 1.1k 29.19
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $32k 371.00 86.48
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $32k 561.00 56.98
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $32k -37% 1.1k 29.02
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $31k NEW 291.00 106.63
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Reinsurance Grp Of America I Com New (RGA) 0.0 $31k 160.00 192.88
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Royal Caribbean Cruises (RCL) 0.0 $31k -60% 222.00 139.01
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $31k 617.00 49.95
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Eaton Vance Natl Mun Opport Com Shs (EOT) 0.0 $30k 1.8k 16.59
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Aim Etf Products Trust Us Larcp B20 Mar (MARW) 0.0 $30k NEW 1.1k 28.72
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $30k +294% 134.00 224.99
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Blackrock Muniassets Fund (MUA) 0.0 $30k 2.7k 11.08
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Ftai Aviation SHS (FTAI) 0.0 $29k 432.00 67.30
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Ishares Tr Core Total Usd (IUSB) 0.0 $29k 609.00 47.67
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $28k 269.00 105.19
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Prudential Financial (PRU) 0.0 $28k -31% 237.00 117.31
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Deere & Company (DE) 0.0 $27k +725% 66.00 410.74
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Invesco Exchange Traded Fd T Energy Explorati (PXE) 0.0 $27k -40% 752.00 35.79
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $26k -58% 649.00 40.71
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $25k +4% 4.3k 5.93
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Ishares Tr Global Energ Etf (IXC) 0.0 $25k 585.00 42.95
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $25k 210.00 118.29
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.0 $25k NEW 449.00 55.20
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Nxp Semiconductors N V (NXPI) 0.0 $25k -4% 100.00 247.77
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Merck & Co (MRK) 0.0 $24k -64% 185.00 131.95
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Commerce Bancshares (CBSH) 0.0 $24k 456.00 53.20
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Micron Technology (MU) 0.0 $24k 205.00 117.98
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salesforce (CRM) 0.0 $24k -66% 80.00 301.18
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $24k NEW 417.00 56.40
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Ishares Tr Us Consm Staples (IYK) 0.0 $23k +200% 345.00 67.63
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First Tr Morningstar Divid L SHS (FDL) 0.0 $23k NEW 600.00 38.50
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Travelers Companies (TRV) 0.0 $23k 100.00 230.14
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $23k +3637% 299.00 76.62
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Vanguard World Inf Tech Etf (VGT) 0.0 $23k 43.00 526.47
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $23k -84% 44.00 513.09
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $23k -58% 309.00 73.04
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $23k -74% 133.00 169.37
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Danaher Corporation (DHR) 0.0 $23k -71% 90.00 249.72
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Microchip Technology (MCHP) 0.0 $22k -31% 250.00 89.71
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Cigna Corp (CI) 0.0 $22k -51% 61.00 363.19
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Simplify Exchange Traded Fun Short Term Trea (TUA) 0.0 $22k +135% 1.0k 21.87
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Eaton Corp SHS (ETN) 0.0 $22k 70.00 312.69
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Proshares Tr S&p Tech Dividen (TDV) 0.0 $22k 300.00 71.99
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Flowers Foods (FLO) 0.0 $22k 909.00 23.75
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $22k 658.00 32.69
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Pfizer (PFE) 0.0 $21k -44% 759.00 27.76
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $21k 906.00 22.77
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $20k 494.00 40.90
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ConocoPhillips (COP) 0.0 $20k +18% 158.00 127.29
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Interpublic Group of Companies (IPG) 0.0 $20k -13% 606.00 32.63
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $20k 226.00 87.23
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Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.0 $19k -5% 829.00 23.33
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Goldman Sachs (GS) 0.0 $19k -37% 46.00 418.00
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Prologis (PLD) 0.0 $19k -8% 147.00 130.22
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Honeywell International (HON) 0.0 $19k -53% 91.00 205.25
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $19k 81.00 228.60
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Listed Fd Tr Trueshares Dec (DECZ) 0.0 $18k -5% 524.00 34.35
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AmerisourceBergen (COR) 0.0 $18k -23% 72.00 243.38
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Schwab Strategic Tr Long Term Us (SCHQ) 0.0 $17k -77% 513.00 33.73
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Concentrix Corp (CNXC) 0.0 $17k -26% 261.00 66.22
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $17k 68.00 249.87
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Global X Fds Artificial Etf (AIQ) 0.0 $17k 500.00 33.96
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Bristol Myers Squibb (BMY) 0.0 $17k +46% 312.00 54.21
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $17k -2% 683.00 24.51
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Ishares Tr S&p 100 Etf (OEF) 0.0 $17k -22% 67.00 247.40
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $17k 107.00 154.77
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $16k -2% 641.00 25.62
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.0 $16k -2% 215.00 76.09
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $16k +46% 69.00 235.02
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FedEx Corporation (FDX) 0.0 $16k -26% 56.00 287.61
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Fiserv (FI) 0.0 $16k 98.00 159.83
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $16k +35% 81.00 192.60
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $15k +39% 99.00 155.79
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Jacobs Engineering Group (J) 0.0 $15k 100.00 153.73
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Boise Cascade (BCC) 0.0 $15k -6% 100.00 153.61
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Totalenergies Se Sponsored Ads (TTE) 0.0 $15k NEW 223.00 68.83
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Past Filings by Pineridge Advisors

SEC 13F filings are viewable for Pineridge Advisors going back to 2023